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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,268 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $6,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,328 | $70,879-54.4% | $189,597-82.9% | $79,389-59.3% |
| Participation rate | 84.5% | 68.0%+16.5pp | 78.4%+6.0pp | 70.7%+13.8pp |
| Annual return | 15.84% | 20.70%-4.9pp | 64.20%-48.4pp | 116.89%-101.1pp |
| Employer contribution / active EE | $966 | $1,806-46.5% | $4,412-78.1% | $2,428-60.2% |
| Participant deferral / active EE | $3,273 | $4,081-19.8% | $6,174-47.0% | $4,046-19.1% |
| Admin fee / account holder | $236 | $647-63.5% | $9,807-97.6% | $626-62.3% |